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Home > Wealth Management

Wealth Management

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Contribution to U.S. CPI (2000-2016)

Submitted by Your Personal CFO - Bourbon Financial Management on December 11th, 2015

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Active Management has Fared Better During Corrections

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

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Active Managers Have Generally Outperformed in High Dispersion Markets

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

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Large Blend Funds: No Clear Winner in Active vs. Passive

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

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Active and Passive Outperformance Trends are Cyclical

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

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Global Mutual Fund And Exchange Traded Fund Flows to Active and Passive Equities

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

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Financial Stress Manifests As...

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

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What You Can Expect at Full Retirement Age

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

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Leverage Among US Investment-Grade Issuers Has Been Rising, Increasing Risk for Passive Investors

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

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Passive Core Fixed-Income Strategies Have Substantial Duration Risk

Submitted by Your Personal CFO - Bourbon Financial Management on December 4th, 2015

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